Zrc Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Zrc Wealth Management, LLC
- $237 Billion
- Q4 2024
A detailed history of Zrc Wealth Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 6,664 shares of SCHK stock, worth $194,255. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,664
Previous 3,332
100.0%
Holding current value
$194,255
Previous $184 Million
2.41%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
187Shares Held
44.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$834 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.8 Million5.98% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.2 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$28.1 Million6.53% of portfolio